Freedom Advisory®

Freedom Advisory® - SEC Registered Investment Advisor providing wealth management services to clients in the Virgin Islands, Puerto Rico and Florida.

[Hedgeye @Hedgeye]

Big Tech share buybacks are collapsing as AI spending eats the cash

[Bloomberg TV @BloombergTV]

"The ability to actually stay invested is what actually determines success or failure," says Gabriela Santos, J.P. Morgan Asset Management chief market strategist for Americas.

She breaks down how to successfully save and plan out for retirement in our full interview here: https://t.co/XsJOxwBPc5

[The Beach From Florida @BeachFrmFL]

Can we PLEASE go back here? Have some self-respect people.

[The Kobeissi Letter @KobeissiLetter]

Massive buybacks are coming to the US market:

Buyback authorizations across the Russell 3000 surged +36% YoY, to a record $428 billion so far in 2026.

Authorizations are now +176% above the same period in 2020.

At a historical execution rate of ~90%, US corporates are now on track to repurchase a record ~$1 trillion in shares this year.

In 2 weeks, the corporate buyback window will reopen following the earnings blackout period.

This will bring an additional wave of demand for stocks at a time when the market is already experiencing a historic run.

US corporations are set to be major buyers in the equity market.

[Charlie Bilello @charliebilello]

The S&P 500 is at an all-time high while Consumer Sentiment is at an all-time low.

We've never seen a gap this wide between Wall Street and Main Street.

[Peter Mallouk @PeterMallouk]

Every time the market feels the worst, it’s the beginning of something better.
Since 1949, the S&P 500 has returned +38% on average in the year after bear market lows.
The hardest time to invest is when the biggest opportunities appear.

[Ray Dalio @RayDalio]

Money is debt, and debt is money. It confuses a lot of people when I say that, but the mechanics are fairly straightforward.

A debt instrument is just a promise to deliver money in the future. What that money is worth determines the value of what you’re holding.

That’s why currency valuation is so critical, and why I think people need to pay more attention to it when thinking about the broader economy. @nikhilkamathcio

[Charlie Bilello @charliebilello]

The S&P 500 fell 1.4% today, its 7th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29 large declines. This is the price of admission. $SPX

Video: https://t.co/Mc9NspX1s0

[Peter Mallouk @PeterMallouk]

The market has had a negative return about 1 in every 4 years.

You can expect a drop of over 10% every other year.

You can expect a drop of over 20% about every four years.

Successful investors know this. If you can’t accept it, the stock market isn’t for you.

[The Market Mind @Market_Mind_]

SpaceX: The Road to $1.5T Valuation

🚀 2002 — SpaceX founded by Elon Musk
🚀 2008 — First successful Falcon 1 launch
🚀 2012 — Dragon becomes first commercial craft to reach ISS
🚀 2015 — First successful landing of a Falcon 9 stage
🚀 2020 — First commercial company to send astronauts to ISS
🚀 2024 — 133 successful launches in one year
🚀 2025 - 165 orbital launches, breaking the previous record again
🚀 2026 - SpaceX acquires xAI

@elonmusk

[Charlie Bilello @charliebilello]

Where Inflation Is Made...

[Jordan @HyperAICapital]

DATA CENTERS UNDER CONSTRUCTION IN THE UNITED STATES

The number of data centers currently under construction by state shows how quickly AI infrastructure is expanding.

Texas — 135
Virginia — 134
Georgia — 51
Ohio — 45
Arizona — 35
Nevada — 29
Indiana — 21
Mississippi — 21
Illinois — 19
Iowa — 16
Oregon — 12
South Carolina — 12
Wisconsin — 11
Maryland — 11
North Carolina — 11
Pennsylvania — 11
Utah — 10
Missouri — 8
Wyoming — 7
Alabama — 7
New York — 7
Tennessee — 7
Florida — 7

$NVDA $NBIS $IREN $CRWV $AMZN $MSFT $GOOG $ORCL

[The Market Mind @Market_Mind_]

🛡️ World's Most Valuable Defense Companies

Ranked by market cap:

🇺🇸 RTX — $183.3B
🇺🇸 Honeywell — $144.8B
🇫🇷 Safran — $123.6B
🇺🇸 Lockheed Martin — $111.5B
🇩🇪 Rheinmetall — $89.5B
🇺🇸 General Dynamics — $75.6B
🇬🇧 BAE Systems — $70.6B
🇺🇸 Northrop Grumman — $68.6B
🇫🇷 Thales — $59.0B
🇺🇸 L3Harris — $43.2B
🇮🇳 HAL — $37.9B
🇮🇹 Leonardo — $33.2B
🇮🇳 Bharat Electronics — $31.1B
🇫🇷 Dassault Aviation — $27.1B
🇸🇪 SAAB — $25.2B
🇳🇴 Kongsberg — $28.9B
🇮🇱 Elbit Systems — $18.2B
🇩🇪 Hensoldt — $10.0B
🇹🇷 Aselsan — $15.5B

[Mossad Commentary @MOSSADil]

🚨 While the world panicked about the Strait of Hormuz, Saudi Arabia already had a backup plan.

A 1,200 km pipeline across the desert
Persian Gulf ➝ Red Sea

Built in 1981 to bypass Hormuz entirely.

Now running at full capacity.

Up to 7 million barrels of oil per day flowing west.
(Amir Tsafarti)

Boost the algorithm: Bookmark, Share, Reply, Repost, Like and Follow @Mossadil

[Charlie Bilello @charliebilello]

The only reason why stocks have a higher long-term return than bonds and cash is to compensate investors for taking on the greater risk of uncertainty, volatility and drawdowns along the way.

Without this risk there would be no higher reward.

[Bespoke @bespokeinvest]

The S&P 500 is 18.9% below its 52-week high on average when it has traded 3+ standard deviations below its 50-DMA. The index is currently less than 5% from 52-week highs. We've only seen this happen a couple other times since 1928.

[Barry Ritholtz @Ritholtz]

Data for Hormuz Strait vessel traffic, updated every 30 minutes

To monitor Hormuz Strait vessel traffic updated every 30 minutes, 24-hour rolling, type TRHBTKCD Index <Go> and WSL SHIPPING <Go> in Bloomberg.
(via Torsten Slok of Apollo)

[Charlie Bilello @charliebilello]

The S&P 500 fell 1.3% today, its 5th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29 large declines. This is the price of admission. $SPX

[Investing visuals @InvestingVisual]

$GOOGL vs $MSFT: a side-by-side of two great businesses.

[Charlie Bilello @charliebilello]

Apple has bought back $727 billion in stock over the past 10 years, which is greater than the market cap of 488 companies in the S&P 500. $AAPL

https://t.co/l5IYmkeySJ